The Haverford Speaker Series for Women® crafted a three-part series addressing some of the important questions you should be asking yourself in light of the COVID-19 related market volatility and economic uncertainties.
In the first part of this webcast series, our speakers address the topic of cash needs during volatile times. Parts 2 and 3 will explore your investment strategy and your actual risk tolerance. View the first video below and stay tuned for the rest of the series in the coming weeks.
Part 1: CASH ON HAND
Were you happy with amount of cash you had on hand through the recent market volatility? Lydia Holiat, Vice President & Portfolio Manager, Allison Wilk, Institutional Investment Officer, and Cynthia Zickel, Vice President & Portfolio Manager, discuss emergency fund needs and tips from their spectrum of life stages.
Part 2: ASSET ALLOCATION
Asset allocation is one of the most important and personal decisions you will make in planning for your investment success. Allison Wilk, Institutional Investment Officer, is joined by Lydia Holiat, Vice President & Portfolio Manager, and Cynthia Zickel, Vice President & Portfolio Manager, in this HaverCast to discuss best practices for identifying the optimal asset allocation for you.
Part 3: RISK
Are you more of a risk taker or a risk averter? We all experienced our share of risk in 2020 and maybe that changed your perspective. In this HaverCast, our team members talk about capacity and tolerance for risk and why it matters.
Media Inquiries
Veronica Mckee, CMP
Direct Phone: 610.995.8758
Email: vmckee@haverfordquality.com
Katie Karsh
Direct Phone: 610.755.8682
Email: katie@gobraithwaite.com
Disclosure
These comments are provided as a general market overview and should not be relied upon as a forecast, research or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy. Opinions expressed are as of the date noted and may change at any time. The information and opinions are derived from proprietary and non-proprietary sources deemed by Haverford to be reliable, but are not necessarily all-inclusive and are not guaranteed as to accuracy. Index returns are presented for informational purposes only. Indices are unmanaged, do not incur fees or expenses, and cannot be invested in directly.
Investments in Securities are Not FDIC Insured · Not Bank Guaranteed · May Lose Value
